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Friday, January 3, 2020

financial dictionary pdf - financial terminology dictionary - financial dictionary app

financial dictionary pdf - financial terminology dictionary - financial dictionary app


Just Compensation Definition

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Just compensation refers to the compensation individuals receive when their property gets seized by the government for public use.

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Statement Stuffer Definition

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A statement stuffer is a sales brochure used in direct marketing campaigns. Its purpose is to "up-sell" customers on additional products and services.

Board Broker Definition

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A board broker is a member of a commodity exchange who is responsible for matching and executing orders and providing various market-making services.

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Madrid Stock Exchange Computer Assisted Trading System (MSE CATS) Definition

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The Madrid Stock Exchange Computer Assisted Trading System (MSE CATS) is an electronic trading platform that was adopted by the Madrid Stock Exchange in 1989.

Closed Account Definition

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A closed account is any account that has been closed out or otherwise terminated, either by the customer or the custodian.

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Extra Expense Insurance Definition

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Extra expense insurance covers reasonable and necessary costs that a business may incur as a result of an interruption in its operations.

Series 79 Definition

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The Series 79 exam is a test to determine whether a registered representative is qualified to become an investment banker.

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Sellers Counterpunch

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The bears clawed back as markets anticipated more bad news, but GE stock appears to be bucking the trend.

Comparable Transaction Definition

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A comparable transaction cost is a factor in estimating the value of a company being considered as a merger and acquisition (M&A) target.

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Sub Account Definition

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A sub account is a segregated account nested under a larger account or relationship.

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A Quick Guide to Medicaid and Nursing Home Rules

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Medicaid can cover the costs of a long-term healthcare facility, if you qualify. But that's a big if.

Maturity Mismatch Definition

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Maturity mismatch is where a firm's short term liabilities exceeds it's short term assets or when the maturities in a hedge are misaligned.

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Mandatorily Redeemable Shares Definition

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Mandatorily redeemable shares are shares that are owned by an individual or entity and must be redeemed at a stated time or following a specific event.

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Discount to Net Asset Value

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Discount to net asset value (NAV) is a pricing situation that occurs when a fund's market trading price is lower than its net asset value.

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Emerging Market Fund Definition

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An emerging market fund invests the majority of its assets in securities from countries with economies that are considered to be emerging.

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Futures Spread Definition

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A futures spread is an arbitrage technique in which a trader takes two positions on a commodity to capitalize on a discrepancy in price.

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Style Box

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Style boxes were created by Morningstar and designed to visually represent the investment characteristics of stocks and mutual funds.

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Consumer Debt Definition

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Consumer debt consists of personal debts that are owed as a result of purchasing goods that are consumable and/or do not appreciate.

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Justified Wage

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A justified wage refers to income determined by market dynamics, work experience, education and skill.

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Non-Assessable Stock Definition

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A non-assessable stock is a class of stock where the issuing company cannot impose levies on its shareholders for additional funds for further investment.

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NAV Return

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The NAV return is the change in the net asset value of a mutual fund over a given time period.

Top 4 Oil Mutual Funds

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Big oil offers impressive, top-rated mutual funds that track profits from drilling, extraction, oilfield services, oil refining and transportation.

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Retail Fund

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A retail fund is an investment fund with capital invested by individual investors.

Can Mutual Funds Use Leverage?

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Some types of mutual funds use leverage, and leverage can increase returns, but there are restrictions in place to maintain mutual fund liquidity.

Class C Share Definition

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Class C-shares are classes of mutual fund shares that carry annual administrative fees, set at a fixed percentage. However, unlike other share classes, they do not carry sales charges when they are bought or when they're sold after a certain period.

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Load

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A load is a sales charge commission charged to an investor when buying or redeeming shares in a mutual fund.

New Fund Offer (NFO)

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A new fund offer is the first subscription offering for any new fund offered by an investment company.

Rediscount Definition

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Rediscount is the act of discounting a short-term negotiable debt instrument for a second time to cause a shift in the market that has a high demand for loans .

Mutual Fund Custodian

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A mutual fund custodian is a trust company, bank or similar financial institution responsible for holding and safeguarding the securities owned within a mutual fund.

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Bid Definition

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A bid is an offer made by an investor, trader, or dealer to buy a security that stipulates the price and the quantity the buyer is willing to purchase.

How Mutual Fund Managers Pick Stocks

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Learn about how mutual fund managers choose stocks based on the type of funds they manage and the investment goals of the funds' shareholders.

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Vulture Fund

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A vulture fund is a fund that buys securities in distressed investments, such as high-yield bonds in or near default or equities in or near bankruptcy.

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Mutual Fund Yield

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Mutual fund yield is a measure of the income return of a mutual fund.

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Can mutual funds invest in options and futures?

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Learn how mutual funds invest in stock options and futures to benefit from commodity price swings and hedge their portfolio against volatility.

What Are the Oldest Mutual Funds?

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Mutual funds were introduced in the U.S. in 1924 to enable a group of investors to pool their money. Here are the oldest that are still thriving.

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Active Risk

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Active risk is a type of risk that a fund or managed portfolio creates as it attempts to beat the returns of the benchmark against which it is compared.

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Should I Take My Money out of the Stock Market?

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When markets become volatile, investors get nervous. Learn if you should take your money out of the stock market or if it's safer staying put.

Pension Adjustment (PA) Definition

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Pension Adjustment (PA) is the amount of the contribution that can be made to a Registered Retirement Savings Plan in a given year.

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Escalator Clause Definition

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An escalator clause is a contract provision allowing for an automatic increase in wages or prices under certain conditions.

How Capital Gains Tax Works on Pension Funds

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Here's why capital gains tax does not affect the assets in pension funds.

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How do futures contracts roll over?

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Learn about why futures contracts are often rolled over into forward month contracts prior to expiration, and understand physical and cash settlement.

Institutional Fund

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An institutional fund is a fund with assets invested by institutional investors.

Denationalization

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Denationalization, also known as privatization, occurs when a national government sells an asset such as a large firm to private investors.

Top ETFs Capitalizing on Artificial Intelligence

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Artificial intelligence is often seen as one of the frontiers of technology, and now it is intersecting with ETFs.

How is the price of a derivative determined?

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Learn how different types of derivatives are priced, including how futures contracts are valued and the Black-Scholes option pricing formula.

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Top S&P 500 Stocks for January 2020

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These are the S&P 500 stocks with the best value, fastest growth, and most momentum for January

Is It Time to Sell Advanced Micro Devices Stock?

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AMD stock has finally completed a round trip into the 2000 high, raising the odds for a major reversal.

Edge Act Corporation

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An Edge Act corporation is a subsidiary of a U.S. or foreign bank that engages in foreign banking operations; these subsidiaries are named after the 1919 Edge Act, which authorized them.

Quantitative Easing 2 – QE2

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QE2 was the second round of the Federal Reserve's bond buying program that began in November, 2010.

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Clearance Certificate Definition

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A clearance certificate verifies that an entity has paid all its tax liabilities when it ceased to exist or was transferred to a new owner.

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Russell Small Cap Completeness Index

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The Russell Small Cap Completeness Index is a market capitalization weighted index comprised of Russell 3000 stocks excluded from the S&P 500 Index.

Uniform Individual Accident and Sickness Policy Provisions Act

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The Uniform Individual Accident and Sickness Policy Provisions Act is legislation that every U.S. state has passed into law; it stipulates that individual health insurance policies must contain certain provisions in order to be valid.

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Market Definition

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A market is a place where two parties can gather to facilitate the exchange of goods and services. The two parties involved are usually buyers and sellers.

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The Top 17 Investing Quotes of All Time

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Though markets may change, good investing advice is timeless. In the world of investing, three words come to mind: overwhelming, intimidating, and scary.

Integrated Circuit Card Definition

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An integrated circuit card is a type of payment or identification card that has an embedded circuit.

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Pharmacy Chains Could Reward Bottom Fishers in 2020

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Beaten-down pharmacy chain stocks could enter new uptrends in the coming months.

Conduit Financing Definition

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Conduit financing is funding provided to organizations for large scale projects through the issuance of municipal bonds.

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Medicaid Definition

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Medicaid is a government-sponsored insurance program for individuals and families whose income is insufficient enough to cover health related services.

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